guidance

The forward revenue, profit or spending outlook a company issues alongside earnings. Markets often react more to this number than to the quarter just reported, because the past is already priced in while guidance rewrites expectations. When a stock falls on raised guidance, it means the market had expected even more.

Predictions & track record (10)

• Awaiting grading Google Posted a Record Quarterly Profit, and Its First Negative Cash Flow in 21 YearsCheck whether Alphabet's free cash flow turns positive again in Q3, and whether SpaceX holds its current share price (around $110s).
• Awaiting grading Apple's stock rose just 1%. Why did it just become the world's most valuable company?To be scored in the first run of August: whether Apple's Thursday (7/30) earnings show capex guidance climbing again, and whether Apple holds onto the market-cap lead.
• Awaiting grading Intel posts Q2 revenue up 25% and its best quarterly growth in over 15 years, as shares surge more than 11% on AI data center demandCheck Intel's next quarterly report, expected around late October 2026, to see whether revenue lands in the guided $15.8 billion to $16.8 billion range and whether the AI data center segment keeps growing at a similar pace.
• Awaiting grading Meru: Alphabet raises 2026 capex to $195-205B even as free cash flow turns negative, good news for Samsung and SK HynixCheck at Alphabet's Q3 2026 earnings, expected around late October, whether free cash flow returns positive and cloud order backlog keeps growing past the $514B Q2 level.
• Awaiting grading Alphabet CEO Sundar Pichai touts Gemini's 950M monthly users and 22B tokens processed per minute in his own take on an "amazing" Q2Check Alphabet's next quarterly report, expected around late October 2026, for an updated Gemini monthly active user count and API token throughput, to see whether growth keeps pace with this quarter's jump.
• Awaiting grading Alphabet's Q2 beat blows past estimates, and Google raises 2026 capex guidance to $195-205BCheck in the following weeks whether optics and networking suppliers like $LITE rally on Google's raised capex guidance, and whether Microsoft and Meta echo the same capex increase when they report next week.
• Awaiting grading Supermicro shares jump 20% on record $60 billion order backlog despite soft revenueCheck Supermicro's audited fourth quarter and fiscal 2026 results on August 11, 2026, to see if the 60 billion dollar backlog and 15 to 17 percent margin guidance hold up.
• Awaiting grading Analyst raises AMD price target to $640, says Anthropic deal could beat Meta and OpenAI'sTrack whether AMD officially confirms Anthropic as a gigawatt-scale customer and whether the stock approaches the $640 price target over the following months.
• Hit Meru: Alphabet's Wednesday earnings are the first stress test of the AI capex cycle, watch the CAPEX line, not the profitAlphabet's Q2 2026 earnings (reported July 22, 2026) beat revenue and profit estimates, but the company raised its 2026 capex guidance to $195-205B from the prior $180-190B, and GOOGL shares fell about 5-7% on the capex hike despite the beat -- confirming Meru's call that the capex line, not profit, would drive the market reaction.
• Awaiting grading Foxconn cracks the Dell-Supermicro server duopoly with a $52B SpaceX AI orderScore when Hon Hai reports 2026 H2 results or updates guidance: did it raise its outlook citing AI-server orders like this SpaceX deal?

13 related posts

• Watch Google Posted a Record Quarterly Profit, and Its First Negative Cash Flow in 21 Years Charlie Bilello · 2026-07-28
• Watch Apple's stock rose just 1%. Why did it just become the world's most valuable company? 後藤達也 (Tatsuya Goto) · 2026-07-28
• Bull Applied Optoelectronics isn't left behind by co-packaged optics, industry insider says pluggable transceivers still have a decade left Serenity (@aleabitoreddit) · 2026-07-24
• Watch AMD's Helios networking partners expect the company to adopt co-packaged optics for future AI racks, pushing back on reports of supply chain delays Serenity (@aleabitoreddit) · 2026-07-23
• Bull Intel posts Q2 revenue up 25% and its best quarterly growth in over 15 years, as shares surge more than 11% on AI data center demand The Kobeissi Letter (@KobeissiLetter) · 2026-07-23
• Bull Meru: Alphabet raises 2026 capex to $195-205B even as free cash flow turns negative, good news for Samsung and SK Hynix 메르 (ranto28) · 2026-07-23
• Bull Alphabet CEO Sundar Pichai touts Gemini's 950M monthly users and 22B tokens processed per minute in his own take on an "amazing" Q2 Sundar Pichai (@sundarpichai) · 2026-07-22
• Bull Alphabet's Q2 beat blows past estimates, and Google raises 2026 capex guidance to $195-205B Serenity (@aleabitoreddit) · 2026-07-22
• Watch China's rare-earth magnet exports to the US sink to lowest monthly average since 2021, despite October truce The Kobeissi Letter (@KobeissiLetter) · 2026-07-22
• Bull Supermicro shares jump 20% on record $60 billion order backlog despite soft revenue The Kobeissi Letter (@KobeissiLetter) · 2026-07-21
• Bull Analyst raises AMD price target to $640, says Anthropic deal could beat Meta and OpenAI's Jukan (@jukan05) · 2026-07-21
• Watch Meru: Alphabet's Wednesday earnings are the first stress test of the AI capex cycle, watch the CAPEX line, not the profit 메르 (ranto28) · 2026-07-20
• Bull Foxconn cracks the Dell-Supermicro server duopoly with a $52B SpaceX AI order Jukan (@jukan05) · 2026-07-19